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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
776
Wealthspire Advisors (Maryland)
Maryland
$569K +$87.6K +1,512 +20%
IB
777
Intrust Bank
Kansas
$568K -$20.3K -350 -4%
UF
778
Univest Financial
Pennsylvania
$567K -$63.7K -1,099 -11%
PAS
779
Park Avenue Securities
New York
$565K +$530K +9,140 New
CCM
780
Crossvault Capital Management
Texas
$561K – – –
BMC
781
Benin Management Corp
Connecticut
$560K – – –
WTFG
782
Wells Trecaso Financial Group
Ohio
$559K – – –
MA
783
MUFG Americas
New York
$557K -$696 -12 -0.1%
FHB
784
First Hawaiian Bank
Hawaii
$557K +$2.38K +41 +0.5%
CK
785
Cohen Klingenstein
New York
$556K – – –
AWA
786
Acorn Wealth Advisors
Michigan
$556K +$4.75K +82 +0.9%
ACM
787
Alethea Capital Management
Washington
$554K +$520K +8,974 New
BTW
788
Boston Trust Walden
Massachusetts
$551K – – –
CIM
789
CIM Investment Management
Pennsylvania
$548K -$57.3K -988 -10%
RPG
790
Resource Planning Group
Georgia
$548K +$1.91K +33 +0.4%
KFA
791
Krane Funds Advisors
New York
$548K +$488K +8,417 +1,850%
NSIM
792
North Star Investment Management
Illinois
$547K -$19.7K -340 -4%
CCA
793
Checchi Capital Advisers
California
$547K -$4.46K -77 -0.9%
ACP
794
Aviance Capital Partners
Florida
$545K -$69.5K -1,199 -12%
LW
795
Linscomb Wealth
Texas
$545K +$174 +3 +0%
CCT
796
Country Club Trust
Missouri
$545K +$31.3K +540 +7%
HTC
797
Haverford Trust Company
Pennsylvania
$544K -$23.1K -398 -4%
UCMOK
798
United Capital Management of KS
Kansas
$543K +$25.6K +442 +5%
CB
799
Community Bank
New York
$541K -$25.2K -435 -5%
PA
800
PFW Advisors
Georgia
$539K +$346K +5,973 New
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